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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹174 Cr ₹2775 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Jul 2021 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III CRISIL Medium Duration Fund CIII Index
Turn Over 40% 78%
Expense Ratio 1.15 1.56
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205KA1379 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.47% 0.68%
6 Month 1.59% 3.3%
1 Year 6.91% 11.09%
3 Year 6.96% 9.49%
5 Year - 11.95%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 1.14% 1.89%
1 Year 5.78% 9.31%
3 Year 7.13% 10.5%
5 Year - 11.69%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.36% 9.45%
3 Year 5.48% 9.97%
5 Year - 8.88%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.45% 9.4%
Sharp 0.30% 0.71%
Beta 1.19% 1.35%
Alpha -1.00% 6.74%

Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Funds Managed 19 55
Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 99.99

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.66
Realty - 1.79
Construction - 0.82
Transport Infrastructure - 1.17
Power - 0.55

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